Avantax Planning Partners, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$3.6T
Holdings
437
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (437 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | CMICUMMINS INC | 786 | $0 | 0.00% | |
| 402 | BSMRINVESCO EXCH TRD SLF IDX FD | 21,005 | $0 | 0.00% | |
| 403 | PWZINVESCO EXCH TRADED FD TR II | 14,804 | $0 | 0.00% | |
| 404 | IJJISHARES TR | 4,446 | $0 | 0.00% | |
| 405 | AFLAFLAC INC | 4,828 | $0 | 0.00% | |
| 406 | INTCINTEL CORP | 13,257 | $0 | 0.00% | |
| 407 | VFHVANGUARD WORLD FD | 6,256 | $0 | 0.00% | |
| 408 | IAGGISHARES TR | 4,429 | $0 | 0.00% | |
| 409 | AVDEAMERICAN CENTY ETF TR | 2,869 | $0 | 0.00% | |
| 410 | VBVANGUARD INDEX FDS | 2,179 | $0 | 0.00% | |
| 411 | PANWPALO ALTO NETWORKS INC | 5,211 | $0 | 0.00% | |
| 412 | FLOTISHARES TR | 8,729 | $0 | 0.00% | |
| 413 | ETGEATON VANCE TX ADV GLBL DIV | 15,655 | $0 | 0.00% | |
| 414 | REGNREGENERON PHARMACEUTICALS | 317 | $0 | 0.00% | |
| 415 | SRESEMPRA | 7,407 | $0 | 0.00% | |
| 416 | ISTBISHARES TR | 4,563 | $0 | 0.00% | |
| 417 | PRUPRUDENTIAL FINL INC | 8,226 | $0 | 0.00% | |
| 418 | STXMEA SERIES TRUST | 13,980 | $0 | 0.00% | |
| 419 | AJGGALLAGHER ARTHUR J & CO | 1,875 | $0 | 0.00% | |
| 420 | FQIDIGITAL RLTY TR INC | 2,079 | $0 | 0.00% | |
| 421 | VHTVANGUARD WORLD FD | 3,085 | $0 | 0.00% | |
| 422 | QTECFIRST TR EXCHANGE-TRADED FD | 1,296 | $0 | 0.00% | |
| 423 | VOVANGUARD INDEX FDS | 2,412 | $0 | 0.00% | |
| 424 | AQLTISHARES TR | 5,189 | $0 | 0.00% | |
| 425 | AGMFEDERAL AGRIC MTG CORP | 1,238 | $0 | 0.00% | |
| 426 | ETNEATON CORP PLC | 2,035 | $0 | 0.00% | |
| 427 | RSPINVESCO EXCHANGE TRADED FD T | 1,959 | $0 | 0.00% | |
| 428 | SWSSMITH & WESSON BRANDS INC | 16,631 | $0 | 0.00% | |
| 429 | CBCHUBB LIMITED | 806 | $0 | 0.00% | |
| 430 | IDEVISHARES TR | 7,661 | $0 | 0.00% | |
| 431 | TPLTEXAS PACIFIC LAND CORPORATI | 738 | $0 | 0.00% | |
| 432 | MCHPMICROCHIP TECHNOLOGY INC. | 4,239 | $0 | 0.00% | |
| 433 | CAHCARDINAL HEALTH INC | 1,820 | $0 | 0.00% | |
| 434 | CWCURTISS WRIGHT CORP | 718 | $0 | 0.00% | |
| 435 | MTGMGIC INVT CORP WIS | 9,138 | $0 | 0.00% | |
| 436 | PWRQUANTA SVCS INC | 742 | $0 | 0.00% | |
| 437 | ATOATMOS ENERGY CORP | 1,420 | $0 | 0.00% |
PreviousPage 5 of 5